Marcellus Upshaw
Goldman Sachs Private Wealth Management • Family Enterprises • Family Office
- Role
- Private Wealth Advisor at Goldman Sachs
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Marcellus Upshaw
I work closely with families to provide structure and organization for their wealth while aligning the family\'s mission, values, and legacy to protect their capital for future generations.
Experience
Private Wealth Advisor
May 2024 — Present · Houston, TX, US
Goldman Sachs Private Wealth Management
Education
The University of Chicago Booth School of Business
Executive Education, Certified Private Wealth Advisor®
2017
Harvard Business School Online
Certificate in Leading with Finance
2020
The Ohio State University
Bachelor's Degree, Sport Industry
2010
Skills
- Cash Management
- Small Business Lending
- Commercial Lending
- Investments
- Wealth Management Services
- Private Banking
- Life Insurance
- Finance
- Banking
- Mutual Funds
- Wealth
- Insurance
- Consumer Lending
- Financial Services
- Wealth Management
- Credit
- Loans
- Relationship Management
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